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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (157394)	5/2/2020 12:52:31 PM
From: bull_dozer	Read Replies (1) \| Respond to of 217591

Should I own physical Gold? When Clients ask us this question, we usually suggest they consider a very ‘small’ physical gold holding on the basis of an ‘insurance’ principle (i.e. you hope that you’ll never need it in your lifetime, but it is put aside as insurance against some drastically negative ‘low-probability’ possible outcomes). However, holding physical gold in some sort of jurisdictionally diversified manner can be more complicated than it first appears. For example, the possession and use of gold can be ‘complicated’ in an environment where the value of life and the integrity of a contract has been dissolved or is becoming unreliable (see some of what we discussed on the previous page under ‘What underpins a currency’). You will own your vaulted gold on the basis that a contract will be honoured (i.e. the same or a similar underpinning as your fiat currency). Your claim on some gold in a vault is predicated upon a contract having integrity & enforceability both now and into the future. A banking and financial system exists (as does most of our modern world) because a contract has both consequence and value in the context of an effective judicial & policing system. Absent the reliable rule of law… Gold only works in the absence of excessive risks to your life and property (i.e. can you operate in an environment where contracts could potentially mean little, which in extreme means that you have a gun and are prepared to use it to enforce your claims over property?). How do Prerequisite’s tools compare to Martin Armstrong’s capital flow models It is surprising how often we have this question come up from clients. We consider Armstrong to be an exceptional analyst. But quite frankly, having explored Armstrong’s publicly available materials quite extensively on the subject, we are still none-the-wiser as to the practical realities underpinning how he measures capital flows… he tends to be quite opaque when it comes to detail on his methods, which is understandable. ... ... ... In summary, we don’t really know how Armstrong does what he does – however we have found immense practical utility in our solutions (that have been born out of necessity and a rigorous dive into the first-principle underpinnings of various phenomena in the world)… at times what we do and what he is talking about do seem to correspond, and at other times they don’t. We don’t always agree with Armstrong’s conclusions, but we can frequently appreciate why he thinks the way he does. He is both an interesting person and an exceptional analyst. We find it intriguing how often his name will come up in discussions among a subset of our clients. prerequisite.com.au

To: TobagoJack who wrote (157394)	5/2/2020 1:33:22 PM
From: bull_dozer	Read Replies (1) \| Respond to of 217591

Is This Why Elon Musk Is Talking Down His Stock Price In our view, TSLA desperately needs money now; yet, at ~$700/shr, there’s limited demand from institutional investors for the type of raise ($4-$5bn) they need to do. So… Elon Musk needs to get the stock price down before he potentially trips debt (etc.) covenant levels on actual cash on hand, or has to issue a going concern alert. Every week Fremont is down, TSLA burns $300mn. And, based on reports from the Chinese media, GF3 (i.e., TSLA’s Shanghai plant) sources just 30% of its parts from Chinese producers (the rest come from Fremont). We’re hearing, from credible checks, that the China Communist Party (“CCP”) is becoming "agitated" by TSLA's delays to source more parts from Chinese companies (i.e., TSLA is bidding too low); and, as a result, the CCP is pushing TSLA to big price cuts, again, on made-in-China (“MIC”) SR+/LR models as soon as July (apparently, this is being pushed by CCP ministries) – TSLA has already cut the price on it’s MIC Model 3 SR+ car by -23.7% YTD. Thus, with the shelter-in-place in Almeda County (where TSLA’s GF2 is located) extended to June, TSLA may need to idle its Shanghai plant in June. We est. this would cost TSLA ~$150mn/week. zerohedge.com